Asana + Simplicate
Create new Asana tasks whenever new sales occur in Simplicate
Elevate your project management efficiency with this workflow between Simplicate and Asana. When a new sale is made in Simplicate, a corresponding task is created in Asana. This way, you can reliably track your sales progress and related tasks without any manual intervention. It's a smart way to keep your team up-to-date and ensure nothing falls between the cracks.
Elevate your project management efficiency with this workflow between Simplicate and Asana. When a new sale is made in Simplicate, a corresponding task is created in Asana. This way, you can reliably track your sales progress and related tasks without any manual intervention. It's a smart way to keep your team up-to-date and ensure nothing falls between the cracks.
- When this happens...
New SalesTriggers when new sales are created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create TaskCreates a new task in Asana with specified details.
ActionWriteCreate a new record or update an existing record in your app.
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Invoices Paid
Triggers when invoices are paid.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Companies
Triggers when new companies are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Employees
Triggers when new employees are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Projects
Triggers when new projects are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Services
Triggers when new services are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planQuotes Sent
Triggers when quotes are sent in a sales process.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Companies
Triggers when companies are created or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Employees
Triggers when employees are created or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Projects
Triggers when projects are created or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Services
Triggers when services or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFirst NameRequired
Initials
Family Name Preposition
Family NameRequired
GenderRequired
Relation Type
Email
Phone
Street and House Number
Zip Code
City
Country Code
Note
Company ID
Function
Email
Phone
Custom Field 1 - Name
Custom Field 1 - Value
Custom Field 2 - Name
Custom Field 2 - Value
Custom Field 3 - Name
Custom Field 3 - Value
Custom Field 4 - Name
Custom Field 4 - Value
Custom Field 5 - Name
Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Project IDRequired
Amount
Price
Invoice from
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Company IDRequired
Contact ID
Expected Revenue
Start Date
End Date
Source
Chance to Score
Responsible Employee ID
Progress
Organization Profile ID
Note
Custom Field 1 - Name
Custom Field 1 - Value
Custom Field 2 - Name
Custom Field 2 - Value
Custom Field 3 - Name
Custom Field 3 - Value
Custom Field 4 - Name
Custom Field 4 - Value
Custom Field 5 - Name
Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
NameRequired
Street and House Number
Zip Code
City
Country Code
Relation Type
KVK
Person ID
Function
Email
Phone
Phone
Email
Note
Custom Field 1 - Name
Custom Field 1 - Value
Custom Field 2 - Name
Custom Field 2 - Value
Custom Field 3 - Name
Custom Field 3 - Value
Custom Field 4 - Name
Custom Field 4 - Value
Custom Field 5 - Name
Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
NameRequired
Project Number
Company IDRequired
Status
Start Date
End Date
Project Manager ID
Invoice Reference
Company Profile ID
Note
Custom Field 1 - Name
Custom Field 1 - Value
Custom Field 2 - Name
Custom Field 2 - Value
Custom Field 3 - Name
Custom Field 3 - Value
Custom Field 4 - Name
Custom Field 4 - Value
Custom Field 5 - Name
Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ProjectRequired
Task
Workspace
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planWorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
ProjectRequired
Fields
Disclaimer
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Workspace/Organization
Triggered when you add a new workspace/organization.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTask IDRequired
WorkspaceRequired
ProjectRequired
SectionRequired
Position in Section
Before/After Task ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Helptext
Workspace
Project
Tag
NameRequired
Task Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace / OrganizationRequired
ProjectRequired
Section NameRequired
Section to Insert After
Section to Insert Before
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy
WorkspaceRequired
Project
Task TemplateRequired
Task Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Team
NameRequired
NotesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ProjectRequired
TaskRequired
TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
ProjectRequired
Section NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace
Project
Task IDRequired
Maximum Results
Comment Order
ActionThis is an event a Zap performs.SearchFind existing data in your appPremium User Help Text
Workspace IDRequired
Projects (Any)
Search Text
Limit
Is Subtask?
Is Completed?
Sort By
Sort Ascending?
Has Attachment?
Is Blocking?
Is Blocked?
Created After
Created Before
Modified After
Modified Before
Task Type
Custom Fields Help Text
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail Address or IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
NameRequired
Team
NotesRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Invoices Sent
Triggers when an invoice is sent.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contacts
Triggers when new contacts are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Hours
Triggers when new hours are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Sales
Triggers when new sales are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Timeline Notes
Triggers when new timeline notes are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSales Accepted
Triggers when sales processes are accepted.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Contacts
Triggers when contacts created or are updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Hours
Triggers when hours or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Sales
Triggers when sales are created or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNameRequired
Street and House Number
Zip Code
City
Country Code
Relation Type
KVK
Person ID
Function
Email
Phone
Phone
Email
Note
Custom Field 1 - Name
Custom Field 1 - Value
Custom Field 2 - Name
Custom Field 2 - Value
Custom Field 3 - Name
Custom Field 3 - Value
Custom Field 4 - Name
Custom Field 4 - Value
Custom Field 5 - Name
Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Sales IDRequired
Default Service IDRequired
Revenue Group ID
VAT Code ID
Amount
Price
Track Hours
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Project Number
Company IDRequired
Status
Start Date
End Date
Project Manager ID
Invoice Reference
Company Profile ID
Note
Custom Field 1 - Name
Custom Field 1 - Value
Custom Field 2 - Name
Custom Field 2 - Value
Custom Field 3 - Name
Custom Field 3 - Value
Custom Field 4 - Name
Custom Field 4 - Value
Custom Field 5 - Name
Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Posted byRequired
Organization ID
Employee ID
Person ID
Sales ID
Project ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
First NameRequired
Initials
Family Name Preposition
Family NameRequired
GenderRequired
Relation Type
Email
Phone
Street and House Number
Zip Code
City
Country Code
Note
Company ID
Function
Email
Phone
Custom Field 1 - Name
Custom Field 1 - Value
Custom Field 2 - Name
Custom Field 2 - Value
Custom Field 3 - Name
Custom Field 3 - Value
Custom Field 4 - Name
Custom Field 4 - Value
Custom Field 5 - Name
Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
SubjectRequired
Company IDRequired
Contact ID
Expected Revenue
Start Date
End Date
Source
Chance to Score
Responsible Employee ID
Progress
Status
Note
Custom Field 1 - Name
Custom Field 1 - Value
Custom Field 2 - Name
Custom Field 2 - Value
Custom Field 3 - Name
Custom Field 3 - Value
Custom Field 4 - Name
Custom Field 4 - Value
Custom Field 5 - Name
Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact E-mail addressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSales IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Tag Created
Triggered when you create a new tag.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planWorkspaceRequired
ProjectRequired
SectionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workspace / OrganizationRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTask IDRequired
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
TaskRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace or Organization
Project TemplateRequired
Project NameRequired
Privacy Setting
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Parent TaskRequired
Name
Description
Is the description rich text?
Mark Task as complete?
Mark Task as liked?
Assignee
Followers
Tags
Custom Field Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Task NameRequired
Task Description
Enable Rich Text Formatting
Assignee
Followers
Tags
Mark Task as complete?
Mark Task as liked?
Custom Field Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace
Task IDRequired
Mark as Complete
Mark as Liked
Task Name
Assignee
Followers
Tags
Description
Use Rich Text Formatting
Custom Field Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ProjectRequired
Completed Since (Includes Incomplete Tasks if Set)
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace/Organization
Team
Project NameRequired
Include Archived Projects
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace
Project
Task IDRequired
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appTask ID or GIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
ProjectRequired
Task NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail Address or User IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTask ID or GIDRequired
WorkspaceRequired
Name
Description
Is the description rich text?
Mark Task as complete?
Mark Task as liked?
Assignee
Followers
Tags
Custom Field Info
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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